Transcript No Slide Title

Knowledge transfer and intellectual property
management in the European Research Area
Patrick McCutcheon
DG RESEARCH
Unit C2, Private Investment and Technology
Platforms
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Knowledge transfer and
IP management
The aim is to ensure effective knowledge-sharing.
Key Challenges:
– Public research organisations (PROs), including universities, should better
exploit and valorise publicly-funded R&D results through:
• Stronger R&D collaborations with enterprises
• More active KT activities (licensing, spin-offs)
– Intellectual property (IP) generated by PROs should be managed more
effectively
Response to challenges:
– Improving (transnational and international) knowledge transfer between
PROs and the private sector by promoting coherence between national
knowledge transfer systems
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What has been done?
CREST IP Expert Groups 2004, 2006 + Responsible Partnering
Handbook 2005

Communication on knowledge transfer and Guidelines 2007

Council conclusions on German presidency “IP Charter” initiative 2007

“Knowledge sharing” axis of Era Green paper + KS expert group 2007

Commission Recommendation
on the management of intellectual property
in knowledge transfer activities
and
Code of Practice for universities
and other public research organisations
April 2008
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Knowledge transfer and
IP management
– Recommendation to Member States promotes key principles for
improving national intellectual property (IP) and knowledge
transfer policies
– Code of Practice offers guidance for PROs to set up institutional
policies and knowledge transfer systems
– List of best practice examples for Member States to support
implementation of the recommendations (Annex II)
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Code of Practice
for universities
and other public research organisations
• Principles for an internal intellectual property (IP) policy for effective
management of their own IP
(policy, rules, procedures, incentives, awareness, training, …)
• Principles for a knowledge transfer (KT) policy
focusing on active transfer and exploitation of IP
(exploitation strategies and policies, including for licensing and spin-offs;
access to professional KT services; sharing of financial returns; monitoring of
KT activities)
• Principles regarding collaborative and contract research (basic principles for
IP ownership and access rights)
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Knowledge transfer and
IP management
Next Steps
– Commission and Member States: CREST group to monitor and evaluate the take-up and
impact of the Recommendation and Code of Practice; exchange best practices; develop
guidelines.
– Member States will inform the Commission by July 2010 and every two years thereafter
of measures taken on basis of the Recommendation.
– Commission study to monitor implementation and impact of the Recommendation and
Code of Practice
– Commission and Stakeholders: Thematic Forum on Knowledge Transfer to discuss
implementation of the Code of Practice and exchange best practices.
– Member States events: to discuss national implementation of Recommendation and
Code of Practice, actions to develop national policies and guidelines.
– Bilateral agreements with stakeholder organisations to cooperate on future knowledge
transfer initiatives.
– Stakeholder events: to disseminate and endorse Code of Practice, responsible partnering
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ec.europa.eu/research/era
ec.europa.eu/invest-in-research/policy/ipr_en.htm
ec.europa.eu/invest-in-research/policy/cooperation_en.htm
Thank you
for your attention!
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